Farm Business Consultants

  • Tax Specialist - London, ON

    Job Locations CA-ON-London
    Posted Date 3 weeks ago(10/22/2018 11:40 AM)
    Job ID
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  • Overview



    The Technical Tax Specialist - New Member Orientation looks after the initial steps and tasks required to making life less taxing for FBC’s new Members. This involves establishing the client relationship, collecting historical data, setting up accounts with necessary information, delivering customized service, and promoting and sharing FBC’s other service offerings. The Technical Tax Specialist completes additional tasks, as required, to onboard new Members.


    Reporting to the New Member Orientation Team Lead, the Technical Tax Specialist answers basic tax and tax-related questions for Members, collaborates with and supports the processing team in providing products and services to Members, and assists Tax Consultants with pre- and post-appointment Member support. This role requires someone who is detail-oriented and highly organized.


    The Technical Tax Specialist will be provided training and development to become proficient in the role.


    *Relocation allowance will be provided for the right candidate willing to relocate*



    Functions and responsibilities include, but are not limited to, the following:

    • Enter historical and personal data into FBC systems to create new accounts
    • Perform analytical reviews of prior year tax returns and financial statements to identify trends, patterns and opportunities
    • Prepare exploratory questions for the Local Tax Consultant to take to their first meeting with each new Member
    • Create T1 adjustments and prior year T1 income tax returns
    • Correspond with the Canada Revenue Agency (CRA) on behalf of Members to resolve any issues or outstanding items
    • Prepare and sign off on early communications and summaries provided to new Members
    • Other duties, relevant to the position, may be assigned as required





    Education and Experience


    • Education in accounting such as accounting diploma or certificate; equivalent, directly related experience may be considered in lieu of formal education
    • Knowledge of or experience with bookkeeping or accounting
    • 2+ years of personal (T1) tax preparation experience
    • A working knowledge of financial statements


    Knowledge, Skills and Abilities


    • Strong communication, written and verbal, including over the phone
    • A warm personality – adept at building relationships and providing top notch service
    • A professionalism demeanor – skilled at establishing trust and rapport
    • Possess basic personal tax knowledge
    • Able to review and understand financials and bookkeeping records
    • Proficient at prioritizing and managing work and capable of adapting to shifting demands
    • Computer skills including MS Office and databases
    • Strong problem solving and conflict resolution skills





    • An aptitude for learning new software, including databases
    • A track record of lifelong learning




    Please submit current cover letter and resume, in one document, via our Careers page at . Search for Job I.D. 2018-1636 and click on the "Apply for this job online" button.

    Deadline for submissions: November 30th, 2018, or as soon as a suitable candidate is found. Reviews of submissions will begin immediately.

    Only applications submitted through our careers page will be considered.

    Please note: while we thank you for your interest, only those applicants selected to proceed through the hiring process will be contacted.




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